MAM
DBL

Morse Asset Management’s DoubleLine Opportunistic Credit Fund DBL Stock Holding History

Morse Asset Management’s Portfolio DBL Stock Details DBL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$26.8K Buy
1,865
+42
+2% +$605 ﹤0.01% 272
2026
Q1 		$26.6K Buy
1,823
+40
+2% +$596 0.01% 257
2025
Q4 		$27.2K Buy
1,783
+37
+2% +$570 0.01% 249
2025
Q3 		$27.2K Buy
1,746
+236
+16% +$3.63K 0.01% 226
2025
Q2 		$23.2K Sell
1,510
-155
-9% -$2.4K 0.01% 227
2025
Q1 		$26K Sell
1,665
-217
-12% -$3.4K 0.01% 214
2024
Q4 		$29.2K Buy
1,882
+1,132
+151% +$17.5K 0.01% 225
2024
Q3 		$11.9K Buy
+750
New +$11.8K ﹤0.01% 257

Other funds holding DBL

SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TPWM
Twelve Points Wealth Management Concord, Massachusetts $499M AUM 24.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GP
Gridiron Partners Wexford, Pennsylvania $191M AUM 4.6% 1-Year Est. Return
SWA
Stratos Wealth Advisors Beachwood, Ohio $1.82B AUM 21.76% 1-Year Est. Return

Morse Asset Management's DBL Position: Q2 2026 in Review

Morse Asset Management increased its DoubleLine Opportunistic Credit Fund (DBL) stake by 2.3% in Q2 2026, buying an estimated $605 and bringing the position to 1,865 shares worth $26.8K. The position accounts for ﹤0.01% of the portfolio, ranked #272.

Morse Asset Management first reported a position in DBL in Q3 2024 and has held it in 8 quarters since. The position peaked at $29.2K in Q4 2024. 79 funds tracked by Wall St. Rank hold DBL as of Q2 2026.

  • Morse Asset Management held 1,865 shares of DoubleLine Opportunistic Credit Fund worth $26.8K as of Q2 2026.
  • Morse Asset Management bought 42 DoubleLine Opportunistic Credit Fund shares in Q2 2026, an estimated $605.
  • DoubleLine Opportunistic Credit Fund made up ﹤0.01% of Morse Asset Management's portfolio in Q2 2026, its #272 holding.
  • Morse Asset Management first reported a position in DoubleLine Opportunistic Credit Fund in Q3 2024 and has held it in 8 quarters since.
  • Morse Asset Management's DoubleLine Opportunistic Credit Fund position peaked at $29.2K in Q4 2024.
  • 79 funds tracked by Wall St. Rank held DoubleLine Opportunistic Credit Fund as of Q2 2026.

Based on Morse Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.